Financial ADVSR advisor directory · SEC adviser records
Independent Advisor Alliance, LLC financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Independent Advisor Alliance, LLC office in Atlanta, A to Z.
The short answer
3 registered advisors work at Independent Advisor Alliance, LLC in Atlanta, out of 271 at the firm nationwide; it ranks number 156 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Independent Advisor Alliance, LLC advisors in Atlanta, A to Z
Every Independent Advisor Alliance, LLC advisor →- Emily BoydInvestment adviser rep
- Montague L. Boyd IIICertified Financial Planner
- Jana C. BurkeInvestment adviser rep
Independent Advisor Alliance, LLC advisors in every city and state →Independent Advisor Alliance, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Independent Advisor Alliance, LLC advisors in other cities
Charlotte, NC 32Columbia, SC 20Alexander, AR 8Irvine, CA 6Raleigh, NC 6Clemmons, NC 5Little Rock, AR 5Matthews, NC 5Sussex, WI 5Tallahassee, FL 5Bismark, ND 4Irmo, SC 4Jacksonville, FL 4Kokomo, IN 4Lexington, KY 4
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Independent Advisor Alliance, LLC have in Atlanta?
3 investment adviser representatives are registered at Independent Advisor Alliance, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 271 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Independent Advisor Alliance, LLC one of the largest advisor employers in Atlanta?
Independent Advisor Alliance, LLC ranks number 156 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Independent Advisor Alliance, LLC advisor in Atlanta?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Independent Advisor Alliance, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.